NatWest Group’s Simon Property Group SPG Stock Holding History

NatWest Group’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,324	Closed	-$218K	–	484
2014 Q3	$218K	Buy	+1,324	New	+$223K	﹤0.01%	479
2014 Q1	–	Sell	-27,712	Closed	-$3.97M	–	688
2013 Q4	$3.97M	Buy	27,712 +5,368	+24%	+$773K	0.1%	191
2013 Q3	$3.12M	Sell	22,344 -333,461	-94%	-$48.4M	0.09%	201
2013 Q2	$52.9M	Buy	+355,805	New	+$57.1M	0.75%	20

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NatWest Group's SPG Position: Q4 2014 in Review

NatWest Group sold out of Simon Property Group (SPG) in Q4 2014, closing a stake of 1,324 shares — an estimated $218K sold.

NatWest Group first reported a position in SPG in Q2 2013 and held it in 4 quarters. The position peaked at $52.9M in Q2 2013. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2014.

NatWest Group reported no remaining Simon Property Group position as of Q4 2014 after selling out during the quarter.
NatWest Group sold 1,324 Simon Property Group shares in Q4 2014, an estimated $218K.
NatWest Group first reported a position in Simon Property Group in Q2 2013 and held it in 4 quarters.
NatWest Group's Simon Property Group position peaked at $52.9M in Q2 2013.
673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2014.

Based on NatWest Group's 13F filing for Q4 2014, filed 12 Feb 2015.